Tag: Endowment Tax

Regulation August 28, 2020

White House Regulatory Office Reviews Endowment Tax

Universities have called for the removal of the 1.4% excise tax, which they say hurts financial aid.

Regulation February 19, 2020

Stanford University Owes $43 Million Endowment Tax Bill

The university said it is actively working to repeal or limit the 1.4% tax on returns.

Regulation September 24, 2019

MIT Endowment Returns 8.8% in 2019, Grows to $17.4 Billion

University addresses Epstein protests, launches internal review of donor relationships.

Regulation July 15, 2019

IRS Issues Endowment Tax Regulations

Higher education foundations finally get guidance on 2017 excise tax.

Regulation July 2, 2018

IRS Proposes Regulations to Soften Endowment Tax Hit

Clarification of 1.4% excise tax could reduce amount paid by universities.

Regulation February 13, 2018

Endowment Tax Hits Harvard’s Investment Strategy

Dean says university will refrain from making long-term commitments due to 1.4% excise tax.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.